Acquisition Campaign Management System Background & Training Acquisition & Loyalty Capabilities Team 1
Acquisition Campaign Management System
Background & Training
Acquisition & Loyalty Capabilities Team
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Table of Contents What is Content Library? Slide 3 - 5
Use Cases for CL Slide 6 - 13
Definition of Terms Slide 14 - 29
Frequently Asked Questions Slides 30 – 33
Dictionary Slides 34 - 35
Additional Help & Questions Slides 36 - 37
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What is Content Library?
Content Library is the name for a user friendly web based tool where one can view application pages and relevant parameters of the “back-end” setup such as source codes in one location. This tool launched in Q3 2012.
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Before Content Library
1. De-centralization of Information – No centralized place for the business to look at application pages,
Source Codes, POIDs, EEPs as well as no linkages between apps, page owners, Source Codes, etc.
2. Compliance Gaps – Compliance gap due to Marketers being unaware of which application pages were
tied to their Source Codes. This hindered Marketers’ ability to decommission pages when offers expired.
3. Verification of SC updates – Business had to wait to confirm that SCs were updated properly.
Verification was based on a spreadsheet that had opportunity for error.
= +
No linkage App Pages/ T&Cs Remediation Costs
SCENARIO 1- Search for information related to campaign
SCENARIO 2- No Linkage with MM
+ +
Marketing
Manager
=
MM & Campaign
Exp. Date
Search for info associated
with SC in ATS
ATS
Search for POID and exp.
date in Nexus
NEXUS
Search for URL by
submitting MSE
Lotus Notes
CATs
CATs
1. User Interface & Linkages – Provides the user an interface of application URLs, Source Codes, offer
expiration dates, EEPs. In addition, it connects the MM to POID and Source Code.
2. Compliance – Closes compliance gaps through URL decommissioning logic that auto-expires
application pages based on their offer expiration date. In addition, Marketers can find individual
application URLs that may need to be decommissioned through their linkage to Source Codes.
3. Verification of SC updates – Source Code swaps can be validated in real time via the tool. Verification
has 100% accuracy because the user is looking directly into the DB, not referencing a manually
compiled spreadsheet.
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After Content Library
MM can look at all campaign parameters in one place
Happier Marketing
Manager =
1. Once you login to the tool select CCSG in “Application”.
2. Select eApply under “Data Source”.
3. Select an Offer Expiration Range (not required).
4. Click “Search” .
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Ex. I want to look up CCSG eApply URLs set to expire within a time period
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Search
Results
1. Once you login to the tool select CCSG in “Application”.
2. Select eApply under “Data Source”.
3. Select an Offer Expiration Range.
4. Insert a Marketing Manager under “First Name” and “Last Name”.
5. Click “Search” .
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Ex. I received a Change Request from an Marketing Manager to change expiration date and need to look up POIDs associated with the MM
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Search
Results
1. Once you login to the tool select CCSG in “Application”.
2. Select eApply under “Data Source”.
3. Select an Offer Expiration Range (not required).
4. Click “More Options”.
5. Enter Source Code in “Source Code” field. It is a free text field.
6. Click “Search”.
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Ex. I need to look up CCSG eApply URLs, IA & POID but all I have is a Source Code
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Search
Results
1. Once you login to the tool select OPEN in “Application”.
2. Select DTW under “Data Source”.
3. Select an Offer Expiration Range (not required).
4. Click “More Options”.
5. Enter Offer Code in “Offer Code” field. It is a free text field.
6. Click “Search”.
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Ex. I need to look up OPEN Drive-to-Web URLs with a particular Offer code
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Search
Results
1. Once you login to the tool select OPEN in “Application”.
2. Select eApply under “Data Source”.
3. Select an Offer Expiration Range (not required).
4. Click “More Options”.
5. Enter EEP in “Entry Point” field. It is a free text field.
6. Click “Search”.
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Ex: I need to look up OPEN eApply Source Codes and all I have is an EEP
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Search
Results
1. Once you login to the tool select CPI in “Application”.
2. Select eApply under “Data Source”.
3. Select an Offer Expiration Range (not required)
4. Click “More Options”.
5. Enter POID in the “POID” field. It is a free text field.
6. Click “Search”.
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Ex. I need to look up CPI eApply Source Codes but all I have is a POID
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Search
Results
1. Once you login to the tool select CPI in “Application”.
2. Data Source will be grayed out so you will not need to select anything
3. Select an Offer Expiration Range (not required)
4. Click “More Options”.
5. Select Microsite in “Flow”.
6. Select a Product in “Product Type”
7. Click “Search”.
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I need to look up all CPI URLS for a particular product
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Search
Results
Definition of Terms
1. BASIC SEARCH
2. FLOWS
3. OFFER STATUS
4. POID
5. CHANNEL ID
6. PRODUCT TYPE
7. SOURCE CODE
8. PARTNER ID
9. ENTRY POINT
10. SEARCH RESULTS
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Basic Search
1
Search Option Search Choices
1 Application:
This is a required field. These should be handled as platforms and not as Business Units.
CCSG=CCSG platform that includes eApply and Drive to Web applications.
OPEN=OPEN Platform that includes eApply and Drive to Web applications.
API=API platform that contains OPEN and CCSG API applications.
CPI=CPI platform that contains OPEN and CCSG CPI applications.
2 Data Source:
For CCSG and OPEN the user has 2 choices: eApply and DTW. This field is required to search for CCSG &
OPEN Applications.
For API/CPI, the Data Source field will be grayed out, meaning that no selection is required.
3 Offer expiration
range:
This is the expiration date range for when the offer is set to expire in Nexus. (CMT can find this for the POID in
Nexus). You can edit the range, however the default will always be [today’s date] to 12/31/2099. *TIP: The
user can also delete the dates to receive results that are NOT in Nexus 2.0.
4 Marketing Manager
First and Last
Name:
This is the Marketing Manager name that is associated with the offer in Nexus.TIP: The P2P Migration project
copied certain campaigns that were in Nexus 1.0 to Nexus 2.0. For those campaigns, only the basic shell
(Offer expiration date and POID) were copied so P2P MM Migration will display in the First Name and Last
Name fields.
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Flows
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If User selects CCSG & OPEN (in Application) and eApply (in Data Source). Directs to the following flows:
Supps application “s” in search results (Stand alone Supplementary Application).
Long application “lng” in search results (Prospect Long Application).
Member application “srt” in search results.
Upgrade “srt” in search results.
If User selects CCSG (in Application) and DTW (in Data Source): Directs to the following flows:
DTW Prospect “02” in search results.
DTW Cardmember: “03” in search results.
DTW Upgrade: “09” in search results.
If User selects OPEN (in Application) and DTW (in Data Source). Directs to the following flows:
DTW Prospect PA “12” in search results.
DTW Prospect NPA “03” in search results.
DTW Cardmember “07” in search results.
DTW Upgrade “10” in search results
API/CP. Directs to only one flow:
Microsite Only option.
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Offer Status
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This field selects the status as it is in Nexus and eApply DB. *Please Note that there are duplicates at this time, but
they will be removed.
Active Offer status is currently live in Nexus.
Archived Offer Status assigned for offers not in Nexus 2.0.
Cancelled Offer is cancelled in Nexus 2.0.
Delinked POID has been delinked in Nexus 2.0.
Inactive Offer Status for campaigns that have expired in Nexus 2.0. (If the offer was extended in
Nexus after the date had passed, the MM must submit an MSE to turn the Inactive status to
Active.)
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POID
This is a free text field for all platforms (CCSG, OPEN, API, CPI) . You can insert the POID in this field to get offers tied
to that POID.
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Channel ID
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Channel ID Channel Name
0 Default
1 Microsite
2 In Branch Portal
3 Call Center Portal
5 Fieldsales
6 Tradeshow
99 Online
Channel Type is the broader-level classification. Every Channel Type will have different channels.For instance, for
eApply the Channel ID will default to 99. the Channel Type for Microsite is ‘1’, whereas Channel ID is 1000.
*For API/CPI this is a free text field.
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CCSG Product Type
Product ID Product Name
4 Hilton Hhonors Credit Card
5 Delta Classic Credit Card
6 Starwood Credit Card
7 Blue Sky Credit card
8 Optima Credit Card
10 Senior Green Charge
11 Senior Gold Charge
13 Rewards Plus Gold
17 Platinum Charge Card
21 Mercedes Benz Credit Card
22 Mercedes Benz Platinum Card
24 Delta Gold Credit Card
28 Hilton Hhonors Surpass Credit Card
29 Optima Platinum Card
36 Delta Platinum Credit Card
37 Delta Reserve Credit Card
Product ID Product Name
38 Blue Credit Card
41 Blue Cash Preferred Card
48 Delta Options Credit Card
54 Costco TrueEarnings Credit Card
67 Blue Cash Credit Card
73 Green Charge Card
78 Premier Rewards Gold Card
79 Gold Charge Card
82 JetBlue Credit Card
85 Clear Credit Card
87 Zync Credit Card
94 Starwood Premium Credit Card
97 Blue Sky Preferred Credit Card
98 Blue Cash Everyday Card
99 Centurion Charge Card
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OPEN Product Type
Product ID Product Name
12 Skypoints Business Card
14 Business Gold Charge Card
15 Executive Business Charge Card
16 Business Platinum Charge Card
18 Freedompass Business Card
20 Delta Skymiles Business Credit Card
21 Platinum Delta Skymiles Business Credit Card
22 Gold Delta Skymiles Business Credit Card
24 Business Gold Rewards Charge Card
25 JetBlue Business Credit Card
30 The Plum Card Business Charge Card
39 Delta Reserve for Business Credit Card
46 Blue for Business Credit Card
47 Business Management Account
Product ID Product Name
48 Platinum Business Credit Card
54 Business Membership Rewards Card
55 Amex community Business
58 Blue Cash Business
61 Business Purchase Account
64 Business Green Rewards Charge Card
65 Platinum Business Cash Rebate
70 Starwood Preferred Guest Business Credit Card
72 Lowes Business Rewards Card
74 Business Green Charge Card
75 SimplyCash Business Credit Card
80 Starwood Premium Business Card
99 Business Centurion Charge Card
200 TrueEarnings Business Credit Card
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API Product Type
Product
ID
Product Name
BCSH Blue Cash from American Express
BGRC Business Gold Rewards
BGRO Business Gold Rewards Open Card
BLFA Blue from American Express
BUPC Business Platinum Card
BUPO Legal Zoom Business Platinum Card
BUSG Business Gold Rewards Card
CCFA Centurion Card from American Express
CCWC White Shoes Client Centurion
CCWE White Shoes Employee Centurion
CCWS Centurion® Card from American Express
DDSO Delta Dynamic Gold Skymiles Open
DG10 to DG59 Delta Gold Skymiles Card
DGOA Delta Gold Skymiles Open For Airports
DGS1 Delta Gold Skymiles Card
DGS2 Delta Gold Skymiles Card
DGS3 Delta Gold Skymiles Card
DGS4 Delta Gold Skymiles Card
DGS5 Delta Gold Skymiles Card
DGS6 Delta Gold Skymiles Card
DGS7 Delta Gold Skymiles Card
DGS8 Delta Gold Skymiles Card
DGS9 Delta Gold Skymiles Card
DGSA Delta Gold Skymiles Card For Airports
DGSC Delta Gold Skymiles Card
DGSO Delta Gold Skymiles Open
DPSC Delta Platinum Skymiles Card
Product
ID
Product Name
DPSO Delta PlatinumSkymiles Open
DRBC Delta Reserve for Business Credit Card
DRCC Delta Reserve Credit Card
GDSM Gold Delta Sky Miles Business Card
HH10 Hilton HHonors® Platinum Credit Card
HH11 Hilton HHonors® Platinum Credit Card
HH12 Hilton HHonors® Platinum Credit Card
HH13 Hilton HHonors® Platinum Credit Card
HH14 Hilton HHonors® Platinum Credit Card
HH15 Hilton HHonors® Platinum Credit Card
HH16 Hilton HHonors® Platinum Credit Card
HH17 Hilton HHonors® Platinum Credit Card
HH18 Hilton HHonors® Platinum Credit Card
HHP1 Hilton HHonors® Platinum Credit Card
HHP2 Hilton HHonors® Platinum Credit Card
HHP3 Hilton HHonors® Platinum Credit Card
HHP4 Hilton HHonors® Platinum Credit Card
HHP5 Hilton HHonors® Platinum Credit Card
HHP6 Hilton HHonors® Platinum Credit Card
HHP7 Hilton HHonors® Platinum Credit Card
HHP8 Hilton HHonors® Platinum Credit Card
HHP9 Hilton HHonors® Platinum Credit Card
HHPC Hilton HHonors® Platinum Credit Card
HHPD Hilton HHonors® Card
HHSC Hilton HHonors® Surpass card
HPCA Heidi Personal Card from AmericanExpress
*Please note: There are several product IDs mapped to one product, because each ID represents a
different partner, ex. Sovereign Bank
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API Product Type (Continued from previous page)
Product ID Product Name
JBCA Jet Blue Card From American Express
JBCO Jet Blue Business Card From American Express
LPLU Legal Zoom Plum Card from American Express
MSCA Morgan Stanley Credit Card
MSPA Morgan Stanley Platinum Card
OPTC Optima Card
PBCR Platinum Business Cash Rebate Credit Card
PCFA Platinum Card from American Express
PCWC White Shoes Client Platinum
PCWE White Shoes Employee Platinum
PCWS Platinum Card® from American Express
PDSC Platinum Delta Skymiles Business Credit Card
PLUM Plum Card from American Express
PMGC Premier Rewards Gold Card
Product ID Product Name
PRGC Preferred Rewards Gold Card
PRGS Preferred Rewards Gold Card® from American Express
PWCM White Shoes Platinum Client Microsite
PWCP White Shoes Platinum Client Partner Portal
PWEM White Shoes Platinum Employee Microsite
PWEP White Shoes Platinum Employee Partner Portal
SCBC SimplyCash Business Card
SCBO Legal Zoom SimplyCash Business Card
STPC Starwood CCSG card from American Express
STPG Starwood Preferred Guest Card
STPO Starwood OPEN card from American Express
SWPC SW Premium Consumer
SWPO SW Premium Business
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Source Code
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This is a free text field for all platforms (CCSG, OPEN, API, CPI) and Data Source (eApply and DTW).
*CMT can find the Source Code based on the Source code checklist.
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Partner ID
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Partner ID Partner Name
12 ADIE Mexico
70 Ameriprise
73 Bank Atlantic
B1 BOBCAT
60 CCSG
54 Delta
U7 DeltaPrescreenPartner
D1 Elite
47 EVO Merchant Services
32 First Republic Bank
B4 GMSSalesForce
35 Guaranty Bank
Partner ID Partner Name
68 Harris Bank
M1 Heidi
71 Hilton
H1 Hilton Grand Vacation
77 JetBlue
B6 Legal Zoom
48 Modern Bank
MS Morgan Stanley
B3 Ogilvy
61 OPEN
89 PRC
Partner ID Partner Name
C2 Sales Partnership Incorpo
33 Short Hills
41 Sovereign Bank
31 Starwood
95 StarwoodDynamic
B5 Ticketmaster
65 United Bank Card
67 WEST
51 White Shoes
YB Yellow Book
This ID is relevant for API & CPI and will define the partner for a particular offer. This field is a free text field.
For CCSG & OPEN it will default to respective platform (i.e. for CCSG, Partner ID will be CCSG).
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Entry Point
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Also identified as EEP. This is a free text field.
*CMT can find the Entry Point in the Source code checklist.
Entry Point is used for eApply (in Data Source). For API, it is called Sequence Number.
Search Results
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Click on arrow
to view more
parameters
Click on Search
Options to return to
query fields
Click on page
#s to view
more records
Search Results- items only in search results
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Term Definition
Application Type There will be 3 in the search results:
B= Basic.
S=Supp.
U=Upgrade.
Application URL Links to application. If Application has expired it will redirect to offer expiry page.
CMAX key Unique combination of Page ID+EEP+Product that allows the page to load.
DTW flow types See Slide 16 for definitions.
IA Product ID code.
SPID The combination of Process Path (PA/NPA) and Response channel (i.e. Online). *CMT can find this value in
the Source Code checklist.
Upsell Offer Code Offer code that offer is upselling to. This field is an alpha numeric value that identifies the Upsell application
page that is set up via MSE.
Terms &
Conditions URL
Links to Terms and Conditions of application page.
FAQ
Question: A campaign is still active but when I click on the application link in CL, it shows me the Offer Expiry page. Why does it show something different in CL?
First, troubleshoot by checking the campaign offer expiration date in Nexus and CL. The offer expiration date in CL corresponds to the offer expiration date in Nexus. If the date has passed, the Marketing Manager will have to submit a change request to CMT to extend your offer and submit an MSE to bring the page back up with the appropriate CRA.
Question: If my Change Request to extend my offer was executed today, why does CL show the old date?
The data hasn’t been updated from Nexus yet. Please allow 24-48 hours to update. 31
FAQ
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I see a campaign in CL as active and the expiration date is in the future, but the application URL is going to an error page. Why is this happening?
CL only shows you the information in the back end. Your page may have been decommissioned from the front-end via MSE.
Will the Marketing Manager get notified when their application pages are expired?
Yes. Currently, notifications are manual via email from the ASM team (see contact information on last slide). In the future, it will be an automated notification from CL. The MM will receive a notification 30 days before the offer expiration date and another when the page expires.
FAQ
I did a search for a Marketing Manager name and nothing came up in CL when I know they have campaigns in market. Why are they not showing up?
Search via other parameters such as Source Code. If a campaign was migrated to Nexus 2.0 via P2P Migration project, the name will display as “P2P MM Migration”.
If an application page is expired, will CL help me see what my page looked like when it was up?
CL contains E3 URLs that only show what is currently in production. If your offer has expired, you will see the offer expiry page.
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Dictionary
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Term Definition
Active Offer status that depicts that the campaign is live as stated in Nexus.
API API platform that contains OPEN and CCSG API source codes.
Application
There are 4 options for Application and these should be handled as platforms and not necessarily as Application types. This is one of 2 fields that have the user has to choose an option. The 4 options are CCSG, OPEN, API, CPI.
Application Type under search results B= Basic.
S=Supp.
Archived Offer Status that depicts campaigns that were not in Nexus.
B Basic. (In the Search Results under Application).
Cancelled Offer status that depicts that the campaign has been cancelled in Nexus.
CCSG CCSG platform that includes eApply and Drive to Web source codes.
Channel ID This ID refers to the type of channel for the campaign (i.e. 99=online).
CPI CPI platform that contains OPEN and CCSG CPI source codes.
Data Source a.For CCSG and OPEN the user has 2 choices eApply and DTW.
b. For API/CPI, the Data Source field will be grayed out, meaning that no selection is required.
Delinked POID has been delinked in Nexus.
Entry Point
Also identified as EEP. This is also a free text field in CL. *CMT can find the Entry Point based on the Source code checklist. Entry Point is used for the eApply Data Source. For DTW Data Source is called Sequence Number.
Flows Lets the user know which parameters will be used in order to get search results. The user will be able to choose based on the Application and Data Source option selected.
Inactive Offer status that depicts the campaign is not active in Nexus.
Long application Prospect Long Application (in search results will show up as lng).
Marketing Manager First and Last Name This is the Marketing Manager name that is associated with the campaign in Nexus.
Member application Cardmember Short Application (in search results will show up as srt in flow type).
Offer code This is a free text field. It is an alpha numeric value that identifies the DTW application page that is set up via MSE.
Offer expiration range
This field outlines when the campaign will be expiring in Nexus. (CMT can find this in the Source Code checklist as well) You can choose to select a range. The default will always be “today’s date” to 12/31/2099. *The user can also delete the dates and will get all results in Nexus 2.0.
Dictionary
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Term Definition
Offer status
Active=Offer is currently live in Nexus. Archived= Offer Status assigned for offers not in Nexus 2.0. Cancelled= Offer is cancelled in Nexus. Delinked= POID has been delinked in Nexus. Inactive= Offer Status as received from Nexus.
OPEN OPEN Platform that includes eApply and Drive to Web source codes.
P2MM Migration under Marketing Manager Name and Last Name in search results
The P2P Migration project sought to migrate campaigns that were in Nexus 1.0 to Nexus 2.0. The project migrated only the basic shell (Offer expiration date and POID). As a result, the user will see P2MM Migration in the Marketing Manger Name and Last Name fields of the search results.
Partner ID This ID is relevant for API & CPI and will define the partner for particular campaign. For CCSG & OPEN it will default to respective platform (i.e. for CCSG, Partner ID will be CCSG).
POID
This is a free text field in CL for all platforms (CCSG, OPEN, API, CPI) and Data Source (eApply and DTW). You can insert the POID (found in Nexus) in this field and will be able to get campaigns tied to that POID.
S Supp Application (in search results under Basic/Supp)
Source Code This is a free text field in CL for all platforms (CCSG, OPEN, API, CPI) and Data Source (eApply and DTW). *CMT can find the Source Code based on the Source code checklist.
SPID the combination of Process Path (PA/NPA) and Response channel (i.e. Online). *CMT can find this value in the Source code checklist as well.
Srt Refers short app. (It is also used for Member Application in flow type search results).
Supps application Stand alone Supplementary Application.
Upgrade Cardmember upgrade application.
Upsell Offer Code Similar to Offer code for DTW, this field is an alpha numeric value that identified the Upsell application page that is set up via MSE.
Additional Help & Questions
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If you need additional help or have any questions please contact Monica Llontop or you can click on the FAQs or Help links on the right side of the page. See below:
ASM Contact Information
Monica Llontop:
212-640-1331
43-304D
Kalpana Ganti:
212-640-5310
43-304C [email protected]
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